Q4 2021 Wealth Management Update

Cambridge Trust Video Series

November 28, 2021

Audio / Video

Jennifer A. Pline, CFA, Head of Wealth Management; David Lynch, CFA, Chief Investment Officer; Phillips (Flip) Ruben, CFP® Vice President, Relationship Manager & Financial Planner and William J. Fleming, CFP® Vice President, Relationship Manager discuss the state of the investment markets and planning for year end 2021 and 2022.

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